Create a BoldSign embedded link from Trello
Start an in-app signing experience as soon as the Trello card is ready.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Teams manually create embedded signing sessions after recording the work in Trello.
- Start embedded signing faster
- Keep session creation tied to the work item
- Return the link to the right team channel
Setup
Build it in a few focused steps.
- 1Connect Trello and BoldSign once in Notis.
- 2Create an automation for embedded signing cards.
- 3Tell Notis to create an embedded request link using the card's title and signer details.
- 4Pick Trello New Card Trigger for the relevant board.
- 5Choose a report channel and test with one real card.
Questions about this workflow
Where does the link go?
Choose a report channel and ask Notis to include the generated link and its related Trello card reference.
Can the card specify the title?
Yes, include the desired request title in the card or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Boldsign. A trigger fires from one place; an action lands in another.
Trello triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Card Archived Trigger
Triggered when a card is archived in the specified board
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New Activity Trigger
Triggered when there is activity in Trello.
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New Board Trigger
Triggered when a board is created in the specified workspace
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
New Card Trigger
Triggered when a card is created in the specified board
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Card Updated Trigger
Triggered when a specific card is updated
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Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Trello and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.